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​​​Strategy | Risk Advisory | Transformation | FinTech | CCAR | Capital Plan | Liquidity | CECL | FRTB | ERM


​                 FRTB – CCAR – DFAST – Stress Testing – PPNR – CVA – Structured Products
                                                    Various Speaking Engagements
                       NYC - Washington, DC - Miami - Tampa - Orlando - Boston - London

Speaker - ALLL Expert Panelist "The Benefits to a Proactive Approach to Transition to CECL", at the "Current Expected Credit Loss Conference", a Financial Republic Event; Miami, FL; (May 30th-31st, 2017).

FinTech White Paper and CCAR FP&A Blog: 
https://www.anaplan.com/papers/a-2-quantum-leap/ and https://www.anaplan.com/blog/ccar-new-twists-road/

FRTB Masterclass Workshop Leader:  "Fundamental Review of the Trading Book: The P&L Attribution Test", a GFMI Marcus Evans Event; NYC; Feb 15, 2017.

Speaker:  "How to Prepare for the Next CCAR", at "Stress Testing for Insurers", an Incisive Training event; NYC; Nov 29-30, 2016.

Guest:  "The 4th Annual Structured Products Washington D.C. Conference", The Washington Court Hotel; Washington, DC; Nov 9, 2016.

Speaker:  "State of the Financial Services Industry and Technology Challenges", The "Anaplan SMART BUSINESS TOUR 2016", sponsored by Deloitte; NYC; Sept 22, 2016.

Speaker "Structured Products Meets CCAR | DFAST Stress Testing: Models and Technology Challenges", Structured Products Americas, 2016, an Incisive Media event; Coconut Grove, Florida; May 19-20, 2016.

Speaker:  "The Role of Internal Audit in Stress Testing: CCAR and PPNR Reporting Accuracy (Model Governance, Data, Controls)", at the "2nd Annual Stress Testing Conference" in Miami, FL; Apr 25-26, 2016 sponsored by Protiviti.

Speaker-Panelist:  "FRTB Conference: Towards Practical Implementation – CVA" in NYC; Mar 10-11, 2016 hosted by WBS-World Business Strategies.

3Q2015 Interview by Risk Magazine: 

CVA Masterclass Workshop Leader:  "3rd Annual Derivative Funding and Valuation Forum: Incorporating Capital and Collateral Costs in Practical Derivative Pricing Strategy – Managing the CVA Project: Setup, Application, Review and Strategic Direction", a GFMI Marcus Evans Event; NYC; Mar 3, 2014.

And More...